Forefront Wealth Partners, LLC
CIK: 2068112SEC EDGAR →
Portfolio Value
$195.6B
Holdings
177
As of
Q2 2026
New Positions
177
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SPDR SERIES TRUST | 409,741 | $36.0B | 18.41% |
| 2 | ISHARES TR | 290,048 | $28.7B | 14.68% |
| 3 | SCHWAB STRATEGIC TR | 210,176 | $11.1B | 5.67% |
| 4 | LEGG MASON ETF INVT | 220,479 | $8.9B | 4.58% |
| 5 | SPDR INDEX SHS FDS | 108,013 | $5.6B | 2.86% |
| 6 | SCHWAB STRATEGIC TR | 148,904 | $5.0B | 2.58% |
| 7 | DIMENSIONAL ETF TRUST | 120,122 | $5.0B | 2.53% |
| 8 | ETF SER SOLUTIONS | 108,681 | $4.7B | 2.38% |
| 9 | PACER FDS TR | 79,039 | $4.6B | 2.35% |
| 10 | FIRST TR EXCHANGE-TRADED FD | 45,501 | $4.3B | 2.19% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 110 | $187.2B | 95.7% |
| Unknown | 7 | $4.0B | 2.1% |
| Technology | 32 | $2.7B | 1.4% |
| Consumer Cyclical | 7 | $1.1B | 0.5% |
| Communication Services | 5 | $360.6M | 0.2% |
| Consumer Defensive | 1 | $213.9M | 0.1% |
| Industrials | 8 | $4.7M | 0.0% |
| Healthcare | 5 | $2.9M | 0.0% |
| Utilities | 2 | $1.6M | 0.0% |